Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.623 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49585.64 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43575.07 Kr¶
PnL: ---------------------------------------> -1300.51 Kr¶
DD now: ---------------------------------> -6.654 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 14:32:00.430057'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.100000 | 1516.190000 | 93.190000 | 6.550000 | 1423.000014 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.950000 | 916.320000 | 4.320000 | 0.470000 | 912.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Atrium Ljungberg B | 5 | 0.500000 | 898.500000 | -5.500000 | -0.610000 | 904.000000 |
| JM | 7 | 0.370000 | 943.600000 | -6.400000 | -0.670000 | 950.000002 |
| ASSA ABLOY B | 4 | -0.490000 | 984.000000 | -9.000000 | -0.910000 | 993.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| Biotage | 1 | -3.520000 | 137.000000 | -12.000000 | -8.050000 | 149.000000 |
| Vitrolife | 3 | 1.190000 | 664.800000 | -12.200000 | -1.800000 | 677.000001 |
| OX2 | 12 | -1.260000 | 895.200000 | -13.800000 | -1.520000 | 909.000000 |
| Eastnine | 6 | -2.010000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| Creaspac SPAC | 40 | 0.210000 | 3820.000000 | -14.000000 | -0.370000 | 3834.000000 |
| AcadeMedia | 20 | -0.660000 | 963.600000 | -14.400000 | -1.470000 | 978.000000 |
| BioGaia B | 8 | 1.090000 | 889.600000 | -14.400000 | -1.590000 | 904.000000 |
| Bufab | 3 | -0.170000 | 1057.800000 | -18.200000 | -1.690000 | 1076.000001 |
| Gränges | 10 | 0.200000 | 1020.000000 | -19.000000 | -1.830000 | 1039.000000 |
| Latour B | 4 | -1.700000 | 833.600000 | -22.400000 | -2.620000 | 856.000000 |
| Investor B | 3 | -0.520000 | 634.350000 | -23.650000 | -3.590000 | 657.999999 |
| Vitec Software Group B | 2 | -2.350000 | 1079.000000 | -25.000000 | -2.260000 | 1104.000000 |
| Hexatronic Group | 15 | 0.000000 | 1044.600000 | -26.400000 | -2.460000 | 1071.000000 |
| Addnode Group B | 7 | -1.100000 | 877.800000 | -27.200000 | -3.010000 | 904.999998 |
| Hoist Finance | 36 | 1.110000 | 982.800000 | -28.200000 | -2.790000 | 1010.999988 |
| Sandvik | 4 | -0.150000 | 817.200000 | -30.800000 | -3.630000 | 848.000000 |
| Sagax B | 4 | -1.940000 | 851.200000 | -33.800000 | -3.820000 | 885.000000 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| SKF B | 5 | -0.580000 | 943.000000 | -37.000000 | -3.780000 | 980.000000 |
| Alimak Group | 12 | -0.250000 | 969.600000 | -37.400000 | -3.710000 | 1007.000004 |
| Byggmax Group | 33 | -0.850000 | 927.960000 | -39.040000 | -4.040000 | 966.999990 |
| EQT | 4 | -2.400000 | 828.800000 | -44.200000 | -5.060000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -0.790000 | 901.200000 | -49.800000 | -5.240000 | 951.000000 |
| Catena | 2 | -0.260000 | 754.400000 | -51.600000 | -6.400000 | 806.000000 |
| HEXPOL B | 8 | -4.840000 | 896.000000 | -61.000000 | -6.370000 | 957.000000 |
| Orrön Energy | 170 | -3.680000 | 1978.800000 | -67.200000 | -3.280000 | 2045.999980 |
| Hexagon B | 26 | -1.310000 | 3339.700000 | -80.300000 | -2.350000 | 3420.000012 |
| VEF | 788 | -0.960000 | 1795.060000 | -107.940000 | -5.670000 | 1903.000300 |
| Sedana Medical | 93 | 0.070000 | 2566.800000 | -416.780000 | -13.970000 | 2983.577733 |
| TOTAL | 43577.380000 | -1298.200000 | -6.64981% | 44875.578016 |
Updated:¶
'2023-06-21 14:31:28.584712'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
